CLEAR INVESTMENT RESEARCH, LLC
CIK 0001635523
Annualised vol
3.817916%
Beta
0.178895
HHI
450.472358
Top-10 weight
52.953866%
VaR 95%
0.367491%
VaR 99%
0.663739%
Max drawdown
4.048669%
Matched value
16.906099%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| LLY | REDUCED | 2,718 | 2,740 | -0.8% | 3,259,958 |
| AAPL | ADDED | 6,702 | 6,294 | 6.48% | 1,939,340 |
| MSFT | ADDED | 3,290 | 3,246 | 1.36% | 1,227,286 |
| NVDA | ADDED | 5,931 | 5,845 | 1.47% | 1,186,786 |
| AMZN | ADDED | 3,977 | 3,315 | 19.97% | 947,878 |
| GOOGL | REDUCED | 2,468 | 2,605 | -5.26% | 881,949 |
| KO | REDUCED | 4,234 | 4,235 | -0.02% | 344,112 |
| AVGO | ADDED | 778 | 777 | 0.13% | 293,833 |
| AMD | REDUCED | 495 | 499 | -0.8% | 287,550 |
| PLTR | REDUCED | 2,190 | 2,191 | -0.05% | 255,507 |
| WMT | REDUCED | 2,080 | 2,342 | -11.19% | 235,602 |
| HODL | CLOSED OUT | 0 | 3,157 | -100.0% | 0 |
| MS | CLOSED OUT | 0 | 2,626 | -100.0% | 0 |
| SO | CLOSED OUT | 0 | 1,867 | -100.0% | 0 |
| T | CLOSED OUT | 0 | 1,648 | -100.0% | 0 |
| UAMY | CLOSED OUT | 0 | 1,000 | -100.0% | 0 |
| NFLX | CLOSED OUT | 0 | 948 | -100.0% | 0 |
| MDLZ | CLOSED OUT | 0 | 876 | -100.0% | 0 |
| PG | CLOSED OUT | 0 | 775 | -100.0% | 0 |
| MPLX | CLOSED OUT | 0 | 700 | -100.0% | 0 |
| ATMP | CLOSED OUT | 0 | 686 | -100.0% | 0 |
| MRK | CLOSED OUT | 0 | 676 | -100.0% | 0 |
| BMY | CLOSED OUT | 0 | 500 | -100.0% | 0 |
| MRVL | CLOSED OUT | 0 | 467 | -100.0% | 0 |
| PEP | CLOSED OUT | 0 | 418 | -100.0% | 0 |
| SBUX | CLOSED OUT | 0 | 413 | -100.0% | 0 |
| WBD | CLOSED OUT | 0 | 398 | -100.0% | 0 |
| ORCL | CLOSED OUT | 0 | 391 | -100.0% | 0 |
| PFE | CLOSED OUT | 0 | 391 | -100.0% | 0 |
| CVX | CLOSED OUT | 0 | 385 | -100.0% | 0 |
| SRE | CLOSED OUT | 0 | 383 | -100.0% | 0 |
| TSLA | CLOSED OUT | 0 | 365 | -100.0% | 0 |
| PLD | CLOSED OUT | 0 | 351 | -100.0% | 0 |
| USAR | CLOSED OUT | 0 | 338 | -100.0% | 0 |
| LMT | CLOSED OUT | 0 | 337 | -100.0% | 0 |
| O | CLOSED OUT | 0 | 316 | -100.0% | 0 |
| JNJ | CLOSED OUT | 0 | 300 | -100.0% | 0 |
| ABBV | CLOSED OUT | 0 | 279 | -100.0% | 0 |
| META | CLOSED OUT | 0 | 270 | -100.0% | 0 |
| HPQ | CLOSED OUT | 0 | 246 | -100.0% | 0 |
| HD | CLOSED OUT | 0 | 239 | -100.0% | 0 |
| HPE | CLOSED OUT | 0 | 224 | -100.0% | 0 |
| PSX | CLOSED OUT | 0 | 197 | -100.0% | 0 |
| SCHW | CLOSED OUT | 0 | 180 | -100.0% | 0 |
| HAL | CLOSED OUT | 0 | 170 | -100.0% | 0 |
| V | CLOSED OUT | 0 | 162 | -100.0% | 0 |
| AZN | CLOSED OUT | 0 | 140 | -100.0% | 0 |
| MCD | CLOSED OUT | 0 | 140 | -100.0% | 0 |
| RBRK | CLOSED OUT | 0 | 134 | -100.0% | 0 |
| CAG | CLOSED OUT | 0 | 129 | -100.0% | 0 |
| TRV | CLOSED OUT | 0 | 125 | -100.0% | 0 |
| JPM | CLOSED OUT | 0 | 125 | -100.0% | 0 |
| RTX | CLOSED OUT | 0 | 123 | -100.0% | 0 |
| ETN | CLOSED OUT | 0 | 123 | -100.0% | 0 |
| CRM | CLOSED OUT | 0 | 119 | -100.0% | 0 |
| P | CLOSED OUT | 0 | 117 | -100.0% | 0 |
| UNH | CLOSED OUT | 0 | 115 | -100.0% | 0 |
| CRWV | CLOSED OUT | 0 | 100 | -100.0% | 0 |
| HIMS | CLOSED OUT | 0 | 100 | -100.0% | 0 |
| ABT | CLOSED OUT | 0 | 98 | -100.0% | 0 |
| MRNA | CLOSED OUT | 0 | 97 | -100.0% | 0 |
| MU | CLOSED OUT | 0 | 95 | -100.0% | 0 |
| IONS | CLOSED OUT | 0 | 71 | -100.0% | 0 |
| COST | CLOSED OUT | 0 | 69 | -100.0% | 0 |
| HON | CLOSED OUT | 0 | 59 | -100.0% | 0 |
| NTNX | CLOSED OUT | 0 | 56 | -100.0% | 0 |
| NEE | CLOSED OUT | 0 | 55 | -100.0% | 0 |
| CVS | CLOSED OUT | 0 | 54 | -100.0% | 0 |
| KVUE | CLOSED OUT | 0 | 53 | -100.0% | 0 |
| ECL | CLOSED OUT | 0 | 45 | -100.0% | 0 |
| UBER | CLOSED OUT | 0 | 36 | -100.0% | 0 |
| PANW | CLOSED OUT | 0 | 34 | -100.0% | 0 |
| VST | CLOSED OUT | 0 | 33 | -100.0% | 0 |
| CCL | CLOSED OUT | 0 | 32 | -100.0% | 0 |
| NVO | CLOSED OUT | 0 | 29 | -100.0% | 0 |
| CMCSA | CLOSED OUT | 0 | 25 | -100.0% | 0 |
| W | CLOSED OUT | 0 | 23 | -100.0% | 0 |
| LRCX | CLOSED OUT | 0 | 20 | -100.0% | 0 |
| DXC | CLOSED OUT | 0 | 15 | -100.0% | 0 |
| NET | CLOSED OUT | 0 | 13 | -100.0% | 0 |
| LULU | CLOSED OUT | 0 | 12 | -100.0% | 0 |
| TMUS | CLOSED OUT | 0 | 11 | -100.0% | 0 |
| NOW | CLOSED OUT | 0 | 10 | -100.0% | 0 |
| SNAP | CLOSED OUT | 0 | 10 | -100.0% | 0 |
| ALNY | CLOSED OUT | 0 | 8 | -100.0% | 0 |
| BLK | CLOSED OUT | 0 | 6 | -100.0% | 0 |
| PH | CLOSED OUT | 0 | 6 | -100.0% | 0 |
| ALB | CLOSED OUT | 0 | 5 | -100.0% | 0 |
| ADBE | CLOSED OUT | 0 | 3 | -100.0% | 0 |
| TDG | CLOSED OUT | 0 | 3 | -100.0% | 0 |
| MSTR | CLOSED OUT | 0 | 3 | -100.0% | 0 |
| CEG | CLOSED OUT | 0 | 3 | -100.0% | 0 |
| ABNB | CLOSED OUT | 0 | 3 | -100.0% | 0 |
| COIN | CLOSED OUT | 0 | 3 | -100.0% | 0 |
| VSNT | CLOSED OUT | 0 | 1 | -100.0% | 0 |
| EQIX | CLOSED OUT | 0 | 1 | -100.0% | 0 |
| HUBS | CLOSED OUT | 0 | 1 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 8,571,283 | 13.34 | 11445.0 | |
| - | VANGUARD WORLD FD | EXTENDED DUR | 921910709 | 5,225,328 | 8.13 | 80291.0 | |
| - | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 4,498,812 | 7.0 | 98897.0 | |
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 3,310,316 | 5.15 | 112481.0 | |
| LLY | REDUCED | ELI LILLY & CO | COM | 532457108 | 3,259,958 | 5.07 | 2718.0 |
| - | GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 1,996,041 | 3.11 | 188840.0 | |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 1,939,340 | 3.02 | 6702.0 |
| - | SPDR SERIES TRUST | ST STR P400MID | 78464A847 | 1,808,197 | 2.81 | 26764.0 | |
| - | VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | 1,719,583 | 2.68 | 58809.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,686,585 | 2.63 | 23671.0 | |
| - | FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | 1,683,816 | 2.62 | 27110.0 | |
| - | ISHARES TR | CORE S&P MCP ETF | 464287507 | 1,636,637 | 2.55 | 21225.0 | |
| - | SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,465,388 | 2.28 | 39745.0 | |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,396,262 | 2.17 | 9414.0 | |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 1,227,286 | 1.91 | 3290.0 |
| - | SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 1,195,971 | 1.86 | 49543.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 1,186,786 | 1.85 | 5931.0 |
| - | SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 971,686 | 1.51 | 36667.0 | |
| - | BANK OF AMER CORP | COM | 060505104 | 966,089 | 1.5 | 16955.0 | |
| AMZN | ADDED | AMAZON COM INC | COM | 023135106 | 947,878 | 1.48 | 3977.0 |
| - | SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 905,457 | 1.41 | 26757.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL A | 02079K305 | 881,949 | 1.37 | 2468.0 |
| - | SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 823,330 | 1.28 | 22788.0 | |
| - | ISHARES TR | 20 YR TR BD ETF | 464287432 | 766,235 | 1.19 | 8866.0 | |
| - | PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 735,410 | 1.14 | 13981.0 | |
| - | SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 710,437 | 1.11 | 20409.0 | |
| - | SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 692,140 | 1.08 | 24987.0 | |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 685,776 | 1.07 | 7101.0 | |
| - | PIMCO ETF TR | MUNI INCOME OPP | 72201R635 | 648,465 | 1.01 | 14171.0 | |
| - | GLOBAL X FDS | DATA CTR DIG ETF | 37954Y236 | 638,099 | 0.99 | 21011.0 | |
| - | ISHARES INC | CORE MSCI EMKT | 46434G103 | 566,721 | 0.88 | 6841.0 | |
| - | RYDER SYS INC | COM | 783549108 | 553,126 | 0.86 | 2097.0 | |
| - | PROSHARES TR | ULTRAPRO QQQ | 74347X831 | 518,821 | 0.81 | 6405.0 | |
| - | VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 517,289 | 0.81 | 5364.0 | |
| - | ISHARES GOLD TR | ISHARES NEW | 464285204 | 507,201 | 0.79 | 6717.0 | |
| - | ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 499,027 | 0.78 | 4885.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 488,881 | 0.76 | 977.0 | |
| - | INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 434,464 | 0.68 | 4822.0 | |
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 419,012 | 0.65 | 569.0 | |
| - | ISHARES TR | IBOXX HI YD ETF | 464288513 | 400,790 | 0.62 | 5012.0 | |
| - | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 384,690 | 0.6 | 9326.0 | |
| - | ISHARES TR | CORE DIV GRWTH | 46434V621 | 376,203 | 0.59 | 4964.0 | |
| - | ISHARES SILVER TR | ISHARES | 46428Q109 | 352,046 | 0.55 | 6584.0 | |
| - | ISHARES TR | MSCI USA QLT FCT | 46432F339 | 349,993 | 0.54 | 1595.0 | |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 347,248 | 0.54 | 465.0 | |
| KO | REDUCED | COCA COLA CO | COM | 191216100 | 344,112 | 0.54 | 4234.0 |
| - | FIDELITY COVINGTON TRUST | ENH MID COR ETF | 31609A503 | 344,027 | 0.54 | 8478.0 | |
| - | ISHARES TR | TIPS BD ETF | 464287176 | 338,192 | 0.53 | 3090.0 | |
| - | ISHARES TR | ISHARES SEMICDTR | 464287523 | 317,846 | 0.49 | 496.0 | |
| AVGO | ADDED | BROADCOM INC | COM | 11135F101 | 293,833 | 0.46 | 778.0 |
| AMD | REDUCED | ADVANCED MICRO DEVICES INC | COM | 007903107 | 287,550 | 0.45 | 495.0 |
| - | VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 265,488 | 0.41 | 5249.0 | |
| PLTR | REDUCED | PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 255,507 | 0.4 | 2190.0 |
| WMT | REDUCED | WALMART INC | COM | 931142103 | 235,602 | 0.37 | 2080.0 |
| - | VANECK ETF TRUST | CLO ETF | 92189H748 | 230,332 | 0.36 | 4350.0 | |
| - | ISHARES TR | CORE MSCI TOTAL | 46432F834 | 221,572 | 0.34 | 2322.0 | |
| - | EXXON MOBIL CORP | COM | 30231G102 | 205,883 | 0.32 | 1506.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | 64,235,996 | 57 | 3.817916 | 0.178895 | 4.048669 |
| 2026-03-31 | 2026-05-04 | 63,891,584 | 241 | 3.681491 | 0.179243 | 4.781556 |
| 2025-12-31 | 2026-02-09 | 60,274,394 | 51 | 3.63489 | 0.170086 | 3.870372 |
| 2025-09-30 | 2025-11-07 | 74,646,716 | 256 | 3.944443 | 0.192537 | 5.515243 |
| 2025-03-31 | 2025-05-09 | 74,879,257 | 230 | 2.96435 | 0.144131 | 4.047783 |
| 2024-12-31 | 2025-02-11 | 77,699,082 | 229 | 3.164198 | 0.153197 | 4.307014 |